Prior to joining FIRSTUNITY in April 2011, Tim was a financial adviser with Prescott Securities, a national stockbroking and advisory firm where he managed the financial affairs of a diverse group of executive, business owner and retired clients.

Prior to Prescott Securities, Tim worked in a selection of finance roles, accumulating a broad range of knowledge and experience. Following graduation from the Australian National University, Tim commenced his career providing taxation and accounting advice to medium sized businesses and qualified as a Chartered Accountant. Other roles include working for international banks, both in Australia and overseas, and as an analyst for a publicly listed telecommunications company.

In his role as a Senior Financial Adviser with FIRSTUNITY, Tim specialises in providing integrated solutions for his clients complex financial planning, investment, insurance and estate planning needs. This comprehensive service involves planning, implementing and ongoing review of the most effective financial strategies for his clients, ensuring they maximise the potential to achieve all of their financial or lifestyle goals.

Tim is a long-standing member of the Financial Planning Association and has attained the Certified Financial Planner (CFP®) accreditation. He also holds a Bachelor of Commerce and is a Chartered Accountant.

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